LYELL WEALTH MANAGEMENT LP
CRD #283521 SEC #801-107892 MENLO PARK, CA 650-353-3692
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
11
Clients
251
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 11 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 11 | 0 |
| Mar 2023 | $862.9M | $862.9M | $0 | 11 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 10 | 0 |
| Mar 2021 | $785.7M | $785.7M | $0 | 8 | 0 |
| Jun 2020 | $516.5M | $516.5M | $0 | 7 | 0 |
| Mar 2020 | $516.5M | $516.5M | $0 | 7 | 0 |
| Mar 2019 | $387.6M | $387.6M | $0 | 7 | 0 |
| Mar 2018 | $357.6M | $357.6M | $0 | 7 | 0 |
| Aug 2017 | $319M | $319M | $0 | 7 | 125 |
| Mar 2017 | $248.3M | $248.3M | $0 | 6 | 26 |
| Sep 2016 | $217.8M | $217.8M | $0 | 7 | 26 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
| May 2016 | $0 | $0 | $0 | 4 | 0 |
| May 2016 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$862.9M
Discretionary$862.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$785.7M
Discretionary$785.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$516.5M
Discretionary$516.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$516.5M
Discretionary$516.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$357.6M
Discretionary$357.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees7
Clients125
DateMar 2017
Total AUM$248.3M
Discretionary$248.3M
Non-Disc.$0
Employees6
Clients26
DateSep 2016
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees7
Clients26
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0